Holdings
| CVNA CARVANA CO | $496.6M | 33.2% | 4,162,903 | +848,600 | +25.6% | Added |
| HGV HILTON GRAND VACATIONS INC | $401.9M | 26.9% | 7,727,165 | — | — | Held |
| CDLXEUR CARDLYTICS INC | $297.8M | 19.9% | 5,416,116 | +229,650 | +4.4% | Added |
| WRLD WORLD ACCEPTANCE CORP | $145.0M | 9.7% | 755,768 | — | — | Held |
| HLF HERBALIFE LTD | $88.3M | 5.9% | 2,907,762 | −155,000 | −5.1% | Reduced |
| PRTY1EUR PARTY CITY HOLDCO INC | $64.6M | 4.3% | 18,051,623 | +1,595,000 | +9.7% | Added |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.